Proforma invoice
Issue a preliminary invoice before the final one.
A Proforma Invoice is a preliminary bill sent before goods/services are delivered — often used for advance payment or customs.
Create a proforma
- Open Proforma Invoice and create one.
- Set the Proforma Number, Proforma Date and Proforma Reference Number.
- Add items, set Payment Terms and Due Date.
- Save and send.
← Back to all docs